AI and Tokenized Dollars to Reshape 2026 Global Economy
AI data centers are emerging as strategic assets rivaling oil reserves in national importance. Governments will increasingly treat GPU capacity and energy-backed compute as critical infrastructure, with countries offering cheap energy, advanced chips, and stable policies leading the charge.
The AI spending paradigm shifts from cost center to "yield engine" as corporations secure multi-year power contracts akin to airline fuel hedging. Geopolitical competition now pivots on securing sufficient power and compute resources rather than merely developing superior AI models.
Stablecoins and tokenized Treasuries won't replace traditional banking but will dominate cross-border and institutional flows. No single "OPEC of compute" will emerge—advantage goes to jurisdictions that optimally combine chips, energy, and execution speed.
